Nippon India Active Momentum Fund
The scheme seeks to achieve long-term capital appreciation for its investors. This objective will be pursued by strategically investing in a diversified portfolio of equity and equity-related instruments. The selection of these instruments will be based on a quantitative model meticulously designed to identify potential investment opportunities that exhibit the potential for significant capital appreciation over the specified investment horizon.
Growthvine rating: 3/5 — ranked #81 of 186 in category.
Fund basics
| Category | Equity: Thematic |
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| NAV | ₹11.74 (as of 2026-10-23) |
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| AUM | ₹592 Cr |
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| Expense ratio | 1.44% |
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| Riskometer | Very High |
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| Fund manager | Shirish Valmik Guthe |
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| Exit load | 1% for redemption within 1 year |
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Performance & risk
| Standard deviation | 0.00% |
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| Max drawdown | −12.70% |
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| Alpha | 0 |
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| Beta | 0 |
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Over 5 years, captured 72.5% of NIFTY Alpha 50's upside and 67.9% of its downside.
Market cap allocation
| Large cap | 42.5% |
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| Mid cap | 29.3% |
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| Small cap | 28.2% |
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Concentration
| Top 5 holdings | 23.9% |
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| Top 10 holdings | 39.3% |
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| Total holdings | 40 |
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Top holdings
- HDFC Bank Ltd. — 6.3%
- ICICI Bank Ltd. — 6.1%
- Kotak Mahindra Bank Ltd. — 4.3%
- Dixon Technologies (India) Limited — 3.8%
- Sun Pharmaceutical Industries Ltd. — 3.4%
- Bajaj Finance Limited — 3.2%
- TVS Motor Company Ltd. — 3.2%
- AFFLE 3I LIMITED — 3.1%
- Torrent Pharmaceuticals Ltd. — 2.9%
- Eternal Limited — 2.9%
Top sectors
- Banking & Financial — 16.6%
- Automobile — 11.1%
- Retail — 9.0%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | −2.8% | Q2 | #49 of 167 |